TechCanary platform to support Magnum’s 100s of users in over 30
locations for improved productivity, efficiencies, and cost savings

May 31, 2017 09:00 AM Eastern Daylight Time

MILWAUKEE--(BUSINESS WIRE)--TechCanary,
a provider of a cloud-based, analytics-driven insurance solution and the
#1 insurance solution inside the Salesforce CRM platform, today
announced Magnum
Insurance Agency (Magnum), a large bi-lingual insurance agency
focusing on multiple lines of business including non-standard auto, has
selected TechCanary’s Insurance Platform to modernize its operation and
support its staff of 100s located in the agency’s more than 30 locations.

With its legacy environment still dependent on too many manual processes
and general ledger accounts, cumbersome reporting, lack of integration,
and duplicate data, Magnum went in search of a state-of-the-art solution
to support not just its agency management needs, but also its goal of a
more customer-focused environment enabled by robust customer
relationship management (CRM) capabilities.

Built in Salesforce, the TechCanary platform was selected and will
enable Magnum to transform and automate many of the agency’s processes
and provide a single environment for fully integrated reporting, general
ledger, and customer-focused activities from sales to service. Given the
flexibility and capability of the TechCanary platform, the system will
be configured to address Magnum’s specific needs, processes, and
requirements.

Chris Roman, vice president with Magnum commented on the selection,
saying, “The Magnum business is unique and operating in our legacy
environment was proving to be an obstacle in our goal to enable an
efficient environment – both for our internal operation in our over 30
locations as well as external interactions with customers, carriers, and
third party services. We chose TechCanary because it offered the best of
both worlds – a top notch agency management system combined with the
world’s leading customer relationship management system, Salesforce.”

Roman continued, “We look forward to the ability to automate tasks and
enhance our customer-focused activities to help us exceed client
expectations while simultaneously saving time and costs. And with the
extensive reporting offered with TechCanary, we’ll have the tools to get
a better picture of our business, service levels, and opportunities to
help us to continue to improve and grow.”

“We are pleased to have Magnum join our growing list of large agency
clients. As our number of clients and users increase it gives us the
opportunity to learn even more about their businesses and needs, which
help us determine our product roadmap and provide even greater value to
our agency and carrier customers,” said Reid Holzworth, TechCanary CEO
and founder. “Our joint team is already hard at work defining
requirements and implementing the system to ensure the TechCanary
platform is able to automate and support Magnum’s processes and business
across the enterprise.”

TechCanary’s Insurance Platform is a cloud-based, analytics driven
solution, well-suited for agencies, brokerages, MGAs, GAs, wholesalers
and carriers. Built inside the world's #1 CRM platform Salesforce, the
TechCanary solution offers a complete ACORD data structure, support for
all lines of business in P&C, life, health and benefits, integration
with both email and phone, and all browsers and mobile devices. The
platform enables efficient management of the entire insurance sales and
service process from lead to sale to ongoing customer support, including
renewal. Robust out of the box real-time analytics is included along
with fully user-configurable automation and workflows. TechCanary
clients can choose from over 3,000 add-on pre-integrated Apps, enabling
easy expansion of capabilities and quick-to-value deployment. TechCanary
professional services are also available for setup, data migration,
deployment, configuration assistance, and ongoing support.

About Magnum Insurance Agency

For over 35 years Magnum has been offering affordable insurance with a
focus on auto. With over 30 locations and a bi-lingual team, Magnum
offers a strong portfolio of insurance products including: car, home,
health, life, motorcycle, rental and commercial. With a strong
commitment to the community Magnum sponsors social programs and
organizations that are for the betterment of its community. Magnum is
the official sponsor of the non-profit organization Little Footprints
Foundation and television programs on Univision Chicago such as
Despierta con Zoe and Vida Mujer that promote healthy living. To learn
more about Magnum Insurance Agency, please call 888-539-2102 or visit www.magnuminsurance.com.

About TechCanary

TechCanary was born from one insurance professional’s dissatisfaction
with available agency management and insurance CRM offerings. Leveraging
Salesforce to build a system to successfully manage his own business,
Reid Holzworth subsequently founded TechCanary in 2013, making the
insurance sales and service productivity platform commercially
available. Today, as the #1 insurance solution available on Salesforce,
the TechCanary platform supports the sales and service process for all
lines of insurance business and for all insurance entities from agency
to carriers. To learn more about TechCanary, please call 414-446-3999 or
visit www.techcanary.com.